Prestige Financial Advisors - Jeff McCarty

Jeff McCarty

FINANCIAL SERVICES PRACTITIONER, VETERANS BENEFITS AND ELDER PLANNING

Prestige Financial Advisors is an elite provider of financial services to thousands of California families and businesses with roots beginning in 1996. Our founder, Jeff McCarty’s main philosophy is to provide complete solutions helping our clients in every aspect of their financial lives. We offer an entire spectrum of financial products and services, comprehensive and personalized to you, thus earning us a reputation for excellence in our industry. Making strong commitments to our clients and building life-long relationships are tenets of success at Prestige Financial Advisors. Here are the services we offer:

  • Wealth Management – Our wealth management process strives to reflect all of your financial goals and characteristics while simplifying your financial life.
  • The Document People – The Document People are a directory of independently owned stores that share a common purpose: helping customers represent themselves.
  • Retirement and Investment – Utilizing our years of experience, we take what we have learned to create a retirement approach custom-tailored to your needs.
  • Insurance Commercial/Personal – We have the tools you need to get you the best insurance solutions out there. Contact us today to get a free quote.
  • Veterans – Claims for veterans benefits
  • AssetLock – AssetLock® is a communication tool used to help users stay informed on their retirement accounts.
  • Financial Education Courses – Jeff is an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.
  • Annuities – Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
  • Life Insurance – A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
  • Social Security Optimization – We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
  • Income Strategies – Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
  • Investment Strategies – Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
  • Lifestyle Planning – Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
  • Money Management – One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
  • Estate Planning – Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

You can reach me at: 661.252.4000 or go to the Contact page and submit a request.


To learn more about our services visit our "Get help" page.

For over 130 articles and videos about aging issues visit our "Learn" page.

Click here to "Contact" us.